Employee Benefits Account Executive responsible for implementation and service of large group employee benefits. Managing client relationships and ensuring superior customer service at Safegard Insurance.
Responsibilities
Review & Design full suite of Employee Benefits products including fully insured and self-insured medical plans, worksite products, group life, short-term disability, long-term disability, dental and vision coverage.
Communicate and assist customers with understanding of and taking action on laws affecting Employee Benefits and Human Resources including: FMLA, ACA, and ERISA.
Complete, review and/or approve all standard new business processes and policies.
Client facing with open enrollment
Request new business policy corrections and help clients resolve claims/billing issues.
Guide new clients through the implementation process, hand off to account manager once completed.
Maintain accurate records within agency management system and electronic files.
Build relationships with carrier representatives, general agents, and agency producers.
Delegate tasks to the appropriate individual and oversee the accuracy of their work.
Identify areas for process improvement within the Employee Benefits department.
Serve as mentor and trainer for new to workforce staff in Employee Benefits department.
Prepare, participate, maintain, and facilitate client facing presentations and meetings.
Ability to work with senior level management and have a top-level executive presence.
Requirements
Bachelor's degree
Licensed Life & Health Producer - preferred
Professional Designation a plus but not required
5+ years' in Employee Benefits Brokerage
Experience with Self-Insured Benefits Programs preferred
Knowledge of Vertafore BenefitPoint a plus but not required
Excellent interpersonal and communication skills (both oral and written)
Proficient with use of Microsoft Office Suite and products
Strategic thinker and independent worker
Comparative and technical knowledge
Self-starter and self-motivated
Relationship builder
Authorized to work in the U.S. without sponsorship.
Benefits
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company paid Short-Term Disability, Long-Term Disability and Group Term Life
Patient Care Coordinator at LaserAway conducting personalized aesthetic consultations and driving sales in a luxury environment. Building patient relationships and managing high - value treatment plans in Florida.
Patient Care Coordinator leading personalized consultations and driving treatment sales at LaserAway. Delivering exceptional patient experiences and managing clinic operations in a luxury environment.
Patient Care Coordinator at LaserAway conducting personalized consultations for luxury aesthetic treatments. Building patient relationships and achieving high - value sales in a med spa environment.
Patient Care Coordinator at LaserAway leading personalized consultations and driving revenue through luxury aesthetic treatments. Full training provided to empower confident treatment plan sales.
Inside Sales Representative at Avnet Abacus, managing customer inquiries and sales processes for products and logistics solutions in the Czech Republic.
Sales Representative focusing on managing key accounts with HPE’s Defense Digital solutions. Collaborating with teams to develop and maintain customer relationships in a dynamic environment.
Sales Representative for a timber and building materials wholesaler developing customer relationships in Northern Germany. Responsible for new partnerships and customer service with a focus on B2B sales.
Sales representative role focused on building materials and wood in Northern Germany. Responsibilities include client management, area development, and product consulting.
Sales representative managing B2B relationships in timber and building materials sector. Develops territory and collaborates with internal teams in North Germany.